{
  "crd_number": 128409,
  "slug": "condon-wealth-management-inc-plymouth-ma-128409",
  "primary_business_name": "CONDON WEALTH MANAGEMENT, INC.",
  "legal_name": "CONDON WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Plymouth",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 122106202.0,
  "raum_discretionary": 112829634.0,
  "raum_non_discretionary": 9276568.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 563161.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 38097614.0,
      "count": 155
    },
    "high_net_worth_individuals": {
      "raum": 83004448.0,
      "count": 73
    },
    "corporations_other_businesses": {
      "raum": 440979.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NH"
  ],
  "websites": [
    "https://condonwealth.com",
    "https://twitter.com/CONDONWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128409",
  "city_as_filed": "PLYMOUTH",
  "url": "https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409",
  "display_name": "Condon Wealth Management, Inc.",
  "summary": "Condon Wealth Management, Inc. is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Condon Wealth Management, Inc. (CRD 128409): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Commissions",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Condon Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Condon Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other."
    },
    {
      "q": "How much does Condon Wealth Management, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 states: Flat fee: $1,000 to $10,000 (Financial Planning fees per plan); Hourly rate: $250 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Condon Wealth Management, Inc. located?",
      "a": "Condon Wealth Management, Inc.'s principal office is in Plymouth, MA, according to its Form ADV."
    },
    {
      "q": "Is Condon Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Condon Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128409."
    },
    {
      "q": "How much does Condon Wealth Management, Inc. manage?",
      "a": "Condon Wealth Management, Inc. reports $122,106,202 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (92% discretionary)."
    },
    {
      "q": "What types of clients does Condon Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (73)."
    },
    {
      "q": "Which custodians does Condon Wealth Management, Inc. use?",
      "a": "Condon Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Condon Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128409"
    },
    {
      "q": "Does Condon Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 29, 2026 says: \"In general, we require a minimum [\"Annual\"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Condon Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$100",
    "planning_fees": [
      "Flat fee: $1,000 to $10,000 (Financial Planning fees per plan)",
      "Hourly rate: $250 an hour (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum [\"Annual\"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $100"
        ],
        "quotes": [
          "We charge a minimum [\"annual\"] fee in the amount of $100 to open and maintain an advisory account. At our discretion we may waive the minimum fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (Financial Planning fees per plan)"
        ],
        "quotes": [
          "Our Financial Planning fees are calculated and charged on a fixed rate basis, ranging from $1,000.00 to $10,000.00 per plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Consulting Services)"
        ],
        "quotes": [
          "Consulting may be charged on an hourly or flat fee basis. Our hourly Consulting Services fee is $250.00 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100.0,
      "minimum_annual_fee": 100.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial Planning fees per plan"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum [\"Annual\"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "We charge a minimum [\"annual\"] fee in the amount of $100 to open and maintain an advisory account. At our discretion we may waive the minimum fee.",
      "Our Financial Planning fees are calculated and charged on a fixed rate basis, ranging from $1,000.00 to $10,000.00 per plan.",
      "Consulting may be charged on an hourly or flat fee basis. Our hourly Consulting Services fee is $250.00 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 155,
      "fewer_than_5": false,
      "raum": 38097614.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 83004448.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 563161.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 440979.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128409",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}